瑞銀:料澳門獲中央政策支持 首選銀娛(0027.HK)及新濠(0200.HK)
瑞銀髮表報告,指根據《路透》報道,中國國家主席習近平將在下週到訪澳門慶祝當地迴歸20週年期間宣佈多項新政策,以促進澳門經濟多樣化。有關政策包括建立人民幣計價的證券交易所,加快人民幣結算中心並在橫琴分配土地供澳門發展。
該行認為,此等發展對澳門博彩業將會有利,因有更多的財富和人流隨時間進入。雖然政策未有更多細節,但瑞銀預計收入機會屬為中期,除非政策放寬對中國內地遊客的簽證限制或要求。另外,澳門及橫琴的進一步整合,亦可提高地區的旅遊吸引力,並可能為澳門的賭場營運商提供更長期的發展機會。
瑞銀對澳門看法保持正面,博彩業首選銀河娛樂(00027.HK) 、新濠博亞娛樂及新濠國際(00200.HK)。其中銀娛評級為“買入”,目標價62.3港元,新濠國際評級亦為“買入”,目標價22.7港元。

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